-96.4%
TOON vs VT
+57.5%
-153.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.6% |
| 7D | -5.0% | -0.1% | -4.9% | -4.8% |
| 30D | -9.6% | -3.1% | -6.5% | -6.0% |
| 3M | -17.7% | -3.5% | -14.2% | -14.2% |
| 6M | -22.8% | +0.5% | -23.2% | -23.5% |
| YTD | -31.7% | +10.8% | -42.4% | -40.3% |
| 1Y | -26.7% | +11.9% | -38.6% | -36.6% |
| 3Y | -51.3% | +73.0% | -124.3% | -76.2% |
| 5Y | -96.4% | +58.6% | -155.0% | -97.7% |
| All | -96.4% | +57.5% | -153.9% | -97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling